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Robotic Process

Automation
Introduction

Twilio
7th July 2022
Context and Background

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Intelligent Process Automation – Forecast

Worldwide Intelligent Process Automation


Software Forecast 2020-2024
UiPath’s Platform for end-to-end automation
$31B
• Robotic Process Automation to Studio
$25B
drive labor-centric automation Robots

$21B
$19B • Integration and API management Orchestrator
$17B to enable system-centric automation Automation Cloud

• Rules-based decision automation AI Center


to support decision-centric automation Human-in-the-Loop

• Process mining and modeling tools Process Mining


to support automation planning Task Mining
2020 2021 2022 2023 2024

In 2019 Gartner introduced “Hyperautomation” to define the market


In 2019 and 2020 – Hyperautomation was named Gartner’s Top Tech Trend

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What can automation do for you?

Robotic Process Automation Automation Outcomes

Emulates a person by executing


manual, repetitive tasks

Accelerate Benefits From Digital Improve Customer


Transformation Experience

Makes decisions based on set rules

Seamlessly integrates with existing


applications Reduce Compliance Cost Increase Employee
& Risk Satisfaction & Engagement

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Introduction to Robotic Process Automation (RPA)

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What Is Robotic Process Automation (RPA)?
Definition

Robotic process automation accelerates the digital transformation of business processes by


automatically replicating tedious actions that have no added value.

ATTENDED MODE UNATTENDED MODE

▪ Partially automated process ▪ Fully automated process


▪ Robots are co-working with a user ▪ Robots are working autonomously
▪ Also called Robotic Desktop Automation ▪ Only human supervision

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What Can Software Robots Do?

Here are some of the tasks that can be easily handed over to the Robots

Log in to any application Connect to system APIs

Move files and folders Extract content from documents, PDFs,


emails and forms

Read and write to databases Open emails and attachments

Scrape data from the web Make calculations

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Picking the Right Processes Matter

“Automation is good, so long as you know exactly where to put the machine.”— Eliyahu
Goldratt

Poor choice of process for initial pilot (e.g. too complex, too many exception paths, etc.)
is the leading root cause for failure to meet customers’ expectations

Given that as high as 30–50% of initial RPA projects fail, it is absolutely imperative to
know which processes to pick for RPA automation

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What are the use cases for RPA?

Spontaneously, users often insist on: They forget tasks they’re used to:

1 Tedious process 2 Hidden tasks

▪ 3 days long… ▪ 5 min long…


▪ But once per month ▪ But 40 times a day
▪ One person involved ▪ 50 persons involved

Estimated saved time: 80% Estimated saved time: 50%

Only 0.1 FTE saved 12 FTEs saved

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Robotic Process Assessment

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UiPath - Hyperautomation Platform

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The modern enterprise is a fully automated enterprise
Hyperautomation is the idea that anything that can be automated in an organization should be automated.
Hyperautomation is driven by organizations having legacy business processes that are not streamlined,
creating immensely expensive and extensive issues for organizations.

Hyperautomation is a business-driven, disciplined approach that organizations use to rapidly identify, vet and
automate as many business and IT processes as possible. Hyperautomation involves the orchestrated use of
multiple technologies, tools or platforms, including;

AI skills Machine Long-running


(NLP, AI Computer Vision,
Intelligent Optical Recognition) learning workflows

RPA

Process Native Advanced


mining integrations analytics

4
Source: “Gartner Top 10 Strategic Technology Trends for 2020,” October 21, 2019. https://www.gartner.com/smarterwithgartner/gartner-top-10-strategic-technology-trends-for-2020/" Copyright@ 2021 Avaali. All RightsReserved
How the UiPath Automation Platform drives business value

Discover and manage Enable automation Automate more Demonstrate the


every automation enterprise-wide advanced processes value and the ROI
opportunity by empowering with drag-and-drop AI of your automations
with full transparency everyone
and control to automate

13
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Become a fully automated enterprise™ with the UiPath Platform Internal only

9
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Become a fully automated enterprise™ with the UiPath Platform

Discover Build Manage Run Engage

Task Mining Studio Family Automation Cloud Robots Assistant


• On-premises deployment • Cross platform automation • Support for additional products in • Endpoint Protection Integration • Support for Integration Service
• Integrations with Automation Hub and • Object repository in StudioX Migration Tool • Robot Auto Healing • Discover and install ready-to-go
Task Capture • Studio X - Source control with GIT • Click try buy experience for cloud service • Runtime Governance automations from UiPath Marketplace and
• PII Masking • StudioX – Citizen developer experience • Additional auth & governance options • Linux support internal Automation Store
improvements • Ability to run automations from
Process Mining • Capture all elements with Computer Vision Automation Suite- New IT Automation the Windows start menu
• TemplateOne • Feeds management with Automation Ops • Enterprise-Ready Suite • Support for additional container and VDI • Integration with Task Capture and
• Support for Automation Cloud • API activities via new UiPath Integration • Flexible Installation, Easy Update technologies Automation Hub
Service • Integrated Infrastructure and Cluster • Google Cloud (GCP) activity pack for
Automation Hub Management Identity and Access Management Apps
• Customize the detailed assessment Document Understanding • Support for on-premises
• On-premises support • Forms AI (Preview in Cloud) Orchestrator • More controls including File Upload
• Automation Hub and Studio Integration • New out-of-the-box models • Package, User, and Machine • Expressions
• Automation Suite support for simplified on- management made easy • Data Service integration
Task Capture premises deployment • Robot, Studio and Assistant Auto Update • Performance improvements
• Detect and merge same-screen actions
• Import from Microsoft Visio AI Center Action Center
• Combine two documents Marketplace • Improved on-premises install experience • Bulk handling of actions
• Updated diagram editor • Integration with Assistant • Action management portal
• Email AI solution template to simplify
• Ready-to-go automations • More options to resume a workflow
adoption
• Marketplace templates will be available in
• Project level Access Control
Studio template feed
• New and improved out of the box models
• Monetization for custom activities
• Robust data labeling

Integration Service - New Test Manager


• Large library of connectors for the systems • Support for Automation Cloud
you use
• Extensibility for simple creation of Insights
additional connectors • Ingesting of all Robot logs
• Robust connection management with • Advanced Reporting
separate design and runtime support • Cross-tenant reporting
• Server-side triggers to support wide range • Revamped Experience
of automation scenarios
• Connector governance

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RPA – Business Processes for Automation

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RPA for FPA: Transaction Processing

Record to report (General accounting) Purchase to payment Order to cash

General Ledger Monthly/ Financial Requisition Purchasing/


Consolidations Order Entry Billing
Accounting Quarterly Close Reconciliation Materials Procurement

Benefits
Fixed Asset Tax Planning/ Payment Accounts Cash
Admin./ Inquiry Handling Collections
Accounting Accounting Processing Payable Application
Accounting

Investment
Premium Re-insurance Daily P&L/ Mark T&E
Accounting/ Procurement. Bank Treasury/ Trust
Accounting Accounting to Market/ Accounting/
Securities Card Admin Reconciliation Management
(Ins) (Ins) Middle Office Reimbursement
Pricing (FS)

Opportunities for Automation Low Medium High

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RPA for HR Processes
Talents
HR Strategy HR Steering Talent
Human Capital Strategic Workforce Organizational Competency
Governance Framework
Strategy Planning Design

HR Strategy Metrics & Analytics Employer Branding

Talent Life-Cycle
Sourcing Deployment Performance HR Development Rewards
Competency Executive
Talent Sourcing Workforce Planning Compensation
Management Development

Recruiting Career Pathing Objective Setting Learning Benefits

Performance Knowledge
Transfers Succession Planning Pensions
Management Management

Workforce
Contingent Staffing Performance Support Recognition
Scheduling

Opportunities for Automation Low Medium High


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RPA for HR Processes
HR Operations & Support
Customer Services Documents Mgmt.
Contact / Inquiry Portal/ Knowledge Mgmt. Physical Records Document Management

HR Services & Administration


Employee Services
Employee Relations Discipline & Grievance Mobility Services Leave Management

Absence Management Health & Safety Exit Management Labor Relations

Payroll and Administration


Master Data Management Compensation Admin. Pension Administration

Organizational Design Benefits Administration HR Payroll

Opportunities for Automation Low Medium High


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Automation in Customer Processes

Examples of Customer oriented processes in


Manufacturing Industry

Customer Invoice Intelligent


Contracts
Onboarding Creation Marketing
▪ Assisted Sign on – Faster turn around with customer service

▪ Pricing flexibility with Intelligent Marketing & customer


positioning
Customer
Refunds
Proactive Service
support and
Information ▪ Effective third-party solution integration
Notification Update
communication
▪ Effective & personalised service

▪ Resource optimization

▪ Quick ROI & efficient Processes


Customer Dispute Product Design
Assembly
Profiling Resolution Development
▪ Agile processes supports achieving SLA

While it is hard to estimate the ROI for Customer services in a Manufacturing


industry, companies have reported ~15%* of ROI within the first 2 months of
implementation

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Automation in Manufacturing

Examples of processes in Manufacturing


Industry

Purchase order
Order fulfillment Bill of materials Inventory reports
processing

▪ Improved Operational Efficiency

▪ High customization with Man-Machine Collaboration

Customer ▪ Reduced errors & wastage


Transportation Regulatory Prototype
support and
management compliance Testing
communication ▪ Reduced Labour costs

▪ Enhanced Regulatory compliance

▪ Super-efficient and Cost-Effective digital systems

Product Design ▪ Digitized communication


Assembly Inspection Research
Development
▪ Predictive Maintenance

Estimated ROI from processes in Manufacturing businesses are


reported to be estimated typically between 30 to 70%* within a Year

Opportunities for Automation Low Medium High


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RPA for Supply Chain: Planning and Sourcing
Plan Source
Perform Demand Planning Perform Sourcing Strategy Operational Procurement
Enterprise Define Sourcing Conduct RFx/Auctions Create Requisition and
Demand Sensing Transfer Product
Forecasting Strategy by Commodity and Optimize Bid Obtain Approval

Customer Analyze Supply and Assess Impact of


Contract Management Create Purchase Order
Collaboration Assess Opportunity Product

Analyze Supply Market Select and Activate Receive and Verify Authorize Supplier
Perform Integrated Business Planning and Qualify Suppliers Supplier Product Payment
(Sales & Operations Planning)
New Product Conduct Financial
Development Reconciliation Perform Sourcing Strategy
Measure and Drive Conduct Supplier Terminate / Transition
Conduct Supply Segment Suppliers
Performance Reviews Suppliers
Balancing

Terminate / Transition Track Continuous


Perform Inventory Planning Suppliers Improvement

Track Product Lots and Plan and Manage


Batches Inventory
Manage Contracts
Perform Inventory Monitor and Enforce
Create Contract
Control Contracts

Low Medium High


Opportunities for Automation
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RPA for Supply Chain: Delivery

Process Orders Manage Transportation


Deliver Product
Process Inquiry and Quote Release and Consolidate Orders Build Loads
to Customer

Receive, Enter & Validate Generate Invoice and Collect Manage Import/Export and
Route Shipments
Order Payment Customers

Process Complaints and Select, Rate and Schedule


Check for Inventory Availability Logistics & Shipment Tracking
Inquiries Shipments

Reserve Inventory & Determine Load Vehicle and Generate Manage Freight Pay and Audit
Delivery Date Shipping Docs Process

Manage Warehousing Process Returns


Receive Product from Source Execute Processing of Returns,
Pick Product Perform Returns Planning
(Supplier) Repairs and Recalls

Manage Returns Policies and


Pack and Label Shipment Manage Warehouse Operations
Procedures

Opportunities for Automation Low Medium High


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Avaali – RPA Competency

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Avaali Hyperautomation Competency
4+ years partnership covering Esteemed UiPath Partner with
• License Reselling one of the largest dedicated
• Implementation / support practice and pool of 40+
services consultants with rich
• CoE Setup services experiences.
• RPA Developer Trainings

Expertise across all solutions of UIPath. Also, deep expertise on AA, Kofax and
SAP iRPA solutions, OCR and document understanding solutions.

Automated the complex Bank reconciliation process for one of the largest Indian
lifestyle company.
Automated the highest number of Processes (100+) for one of the Indian Largest
Construction Machinery Manufacturing company.

Velocious solution for logistics and shipment tracking using RPA.


Comprehensive source to pay solution using a combination of Avaali’s Velocious
Source to Pay platform and RPA to provide a collaboration platform between Avaali has Automated 150+ processes across
Suppliers and Buyers. geographies and verticals

Engaged with leading Companies to provide Consulting Services to build


Automation roadmap and built CoE setup using UiPath latest solution offerings.

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Implementations – Customer List

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Setting up Digital CoE - Key Steps
Articulate a Governance
Model
Assessing opportunities
Prioritizing automation activities

Setup the Operating Enable CoE and Scale Up


Team
Identify the core team
Define roles and responsibilities
01 03 05 CoE Team to develop new Bots
Avaali to Shadow resources

02 04
Create a Functional & Design & Develop
Technical Environment Avaali to Build Simple Bot’s
Identifying the right tools Shadowing the development activities
Conduct trainings

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Consulting Engagement

Avaali works with your teams to deliver a focused engagement keeping the end goals in perspective at all times .

Defining End Goals Analysis & Design


We review your existing business process in
We conduct workshops and work closely with
depth and provide detailed recommendations
your management, business & technology
of the to-be process which is in line with your
stakeholders to arrive at the key objectives
culture
and goals of the consulting engagement

Technology Recommendations Change Management


We evaluate multiple technologies that We work with your teams to define an
could best support your to-be process incentive structure, communication and
together with a detailed vendor evaluation messages to initiate your team to adopt the
with comparisons new process and technology

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RPA – Case Studies

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Manipal Hospitals – Leverages UiPath RPA Solution

Cash Application
Bank Recon
Inputs from multiple sources to
reconcile and update the status into Automated reconciliation for 41 banks
internal Cash Application and 64 bank accounts

Insurance claim settlement for - Turn-around time: 4 mins for each


Customers based on the inputs account
received from various branches
- Resource reduction: 24-man hours for
- Turn-around time: 60 minutes for each account to 1-man hour for all
100-line items to settle TDS deposits, accounts
create and settle bank deposits

- Resource reduction: 24-man hours to


1-man hour

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Tata Hitachi - Summary
Company Information Industry: Construction Machinery Manufacturing Employees: 2000+

• Eliminate human operations on monotonous activities by implementing RPA.


• Analyse the existing business process, with the intent to induce agility with automation potential
Objective • The goal was to enable users to identify, qualify and automate sequential business processes across the organization
• Continuous improvement program to support automation and adaptation journey across the user base within the organization
• Achieve full visibility, transparency while ensuring optimal resource utilization.

• HR – New Hire Setup, Employee Onboarding, Employee Data management, MIS reports
• Finance – Sales order creation, Intra unit Invoice processing, Info Record creation, Cash Application
• IT – Resource monitoring, LWP reporting and notification, Asset buyback processing
Process Focus
• Production – Production status report, Planned order to production order confirmation & Reporting
• Sales & Service – Draw down request, Expected delivery date updation and notification
• SCM – Material tracker notification, Material availability status

Timeline • 6 Months to setup the CoE team

• 150+ Processes qualified for automation


• 44+ Processes automated and are currently live in
• 70+ Process documented for automation
Result production
• 6 processes are in development stages
• More than 20000 person hours of resource saved
• 20 Processes in various stages of review & discussion

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Customer success stories…
Sl# Customer Process Key highlights
3 ICICI – UiPath CC, DB and TC – - Downloading data dump from internal portal, perform data validations and massaging
Report to RBI - Compare data downloaded with another internal portal data and prepare the final reconciled
transaction report
- Prepare the RBI report in the defined template format and share
UPI & Non-UPI FIT - Downloading data dump from internal portal, perform data validations and massaging
Bills - Perform reconciliation with transaction data for SMS, UBPS, and IMPS with various internal
portal
- Raise service request in internal portal to address the issue reported
MHA – Cyber Portal - Download the cases reported MHA cyber portal, verify the transaction details in internal portal
and perform reconciliation based on the rules defined wrt to transaction amount, date, type,
and credit/debit status.
- Send reports to the respective team with transaction status
Card Upgrade - Downloading data dump from internal portal, perform data validations and massaging
- Run web queries from internal portal to download the card related information
- Prepare CIBIL report based on the Service Request type
- Prepare final NACS report and upload to the portal
4 Titan - AA Bank Reconciliation - Automated reconciliation for 20 banks and 60 bank accounts with 1:Many GL mapping
- Update transaction identifiers from the bank statement to the payment instructions issued
from ERP to Bank
5 Cactus - AA Bank Reconciliation - Automating reconciliation for 7 banks & 8 Payment Gateways having 21 bank accounts and 15
Implementation and PG statement with 1:Many GL mapping
Support - Perform reconciliation within Oracle Fusion and outside
- Upload recon status to Oracle Fusion and share the final BRS to process team
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32
F&A selected success stories

Sl# Customer Solution Process Key highlights


6 Astro RPA - Kofax Bank Recon Automated the most complex bank reconciliation process with inputs from multiple
Kapow sources like ERP and Collection Agencies

Asset Capitalization Creation - Extracting contract details from documents and uploading to SAP for
& Amortization Asset creation and WBS creation, allocate budget as per contract value and
checking for nature of asset
Depreciation - Identify changes in asset value, make changes based on asset class
description and run depreciation in SAP

Sales Order Billings Release SO and DO on monthly basis based on the finalized SO in SAP
Automation Process Generating Invoices in PDF format and create summary report on total number of
Invoices sent on monthly basis
Credit note and Debit note adjustments in SAP
Reporting and visualization dashboards

Credit Monitoring Generating SOA for Customers with debts and reminder mechanism covering
various scenarios
Customer blocking and unblocking with debts overdue for more than 30, 60 and
120 days

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Customer success stories

Sl# Customer Process Key highlights


7 IDBI Federal - Bank Recon - Automated reconciliation for 2 banks and 16 bank accounts
UiPath - Handled complex scenarios of data download and formatting for multiple ERP systems

8 Sun Pharma - CoE Enablement - As part of CoE enablement program, provided online technical training for 30+ participants
UiPath - Hand holding support to CoE team in identifying the processes for automation and building
the Bots

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Demo – Process Automation using UiPath RPA Solution
1. Bank Reconciliation

2. Invoice Processing

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Bank Reconciliation Process - Manual
Use Case:
To reconcile Bank statement with books of accounts from ERP (SAP) - Tedious and manual, daily and repetitive in some cases

Applications involved in the process:


1. MS Office - Email (Outlook)
2. MS Office - Excel (.CSV) or txt
3. SAP ERP

Manual Process:

Manually reconcile by
User Downloads the User Logs in to ERP and Manually matches the Segregates the Sends the results to
matching the account
Statements and other downloads the book of UTR number, Cheque reconciled and open appropriate stake
statements and book of
Inputs from Email accounts number , values etc., items holders
accounts

Use Case Example:

Applications interactions – 3 Volume processed - 500 Line Items Recon rules used – 10

AHT: Manual – 4 Hours, Automated – 3 Minutes


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Reconciliation Rules
Categories of Matching Bot Status in Bank
Sl.No Bot Activity Bot Status in ERP
matching results Parameters statement

Exact match 1. UTR number Bot updates


Bot matches UTR number & Amount or Bot updates status as
1 (All 3 parameters 2. Cheque Number status as
Bot matches Cheque number & Amount "Reconciled"
match) "Completed"
3. Amount
Cheque number matched & amount not Bot updates status as
1. Cheque number
matched "Unreconciled: Cheque - Amount mismatch"
UTR number matched & amount not Bot updates status as
2. UTR Number
matched "Unreconciled: UTR - Amount mismatch"
Neither Cheque number nor UTR number
2 Unmatched available,
Bot checks for amount & date
3. Amount AND Date Bot updates status as
Amount matched & Date not matched
“Open Item – Probable Date mismatch"
Bot updates status as
Date matched & amount not matched
“Open Item - Probable Amount mismatch"
Bot updates status as
1. Cheque number Cheque not available "Unreconciled - cheque number Un-
available"
3 Records not found Bot updates status as
2. UTR Number UTR number not available
"Unreconciled-UTR number Un-available"
3. Amount AND Date New entry Bot updates status as "Records not found"
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Automated Bank Recon

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Automated Reconciliation Process Flow…
1. Prepare the bank statement for reconciliation

Refer previous day


Bot to Monitor Notify missing Download, save, Bank
Format and create open items
mailbox for the bank attachments via rename bank statement
Start new bank statement maintained by bot in
statements sent by email to predefined statements desired ready for
for Bot operations folder and
banks email ID format reconciliation
consolidate

2. Prepare the ERP statements for reconciliation

ERP Notify the


Logged
Start application/Finance designated SPOC End
in? No
database about login failure

Yes Exception Handling

Download, save and Consolidate


Navigate to ERP ERP
Enter GL code for rename in desired previous day’s open
Enter the relevant T- Select date range menu statement
In/Out/Main format - for items from ERP with
code and profit centre To Export- ready for
accounts In/Out/Main files to current period
>Spreadsheet reconciliation
shared folder transaction

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Automated Reconciliation Process Flow
3. Perform reconciliation
Match line items by
Pickup GL and Bank Yes Update the status in Continue the
Refer to applying the Match the
statement from the the Bank and GL reconcile for all the
Master file predefined line items
dedicated folder statement line items
reconciliation rules

No

Updated the status


as open item

4. Record and report the Bank reconciliation statement


ERP Match totals of
statement Reconciled Yes Update the bank Send the segregated
Segregate open and reconciled items in
after totals reconciliation lists and dashboard to End
reconciled items bank statement and
reconciliation match statement/dashboard predefined email ID
ERP sheet

No

Notify via email to


predefined ID with
End
unmatched line
items

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Demo – Process Automation using UiPath RPA Solution
1. Bank Reconciliation

2. Invoice Processing

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Invoice Processing - Manual
Use Case:
Invoice processing automation

Applications involved in the process:


1. MS Office - Email (Outlook), Excel (.CSV)
2. PDF (System generated /Native)
3. SAP ERP

Manual Process:

Perform basic Manually captures


User Downloads the Input the Sends results to
validations on the User Logs in to info like Inv Approval
Invoices and other data into appropriate stake
documents ERP number, date, Received
Inputs from Email ERP holders
received Vendor etc.,

Triggers
approval
Workflow

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Automated Invoice Processing

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Automated Invoice Processing

Send exception to respective


stakeholders for further action

OCR Solution

• Monitoring the dedicated mailbox


• Download the invoices to Shared folder
• Reading documents one by one

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Enhancements

Enhancements to the solution


▪ Multiple ERP Applications, Web based solutions, Transaction - split
level reports
▪ Additional Reconciliation rules
▪ Centralized dashboards using Analytics Solutions
▪ Consolidating open items from the previous day for ERP & Bank
Statements
▪ Send customized reports to the process owners

Exception Handling
▪ Missing Attachment
▪ Validating attachment
▪ Validating the source of attachment
▪ Application Failures
▪ Notifications for various mismatches (Opening & Closing items)

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Final Summary

Avaali works with large enterprises to accelerate cycle time to processes and reduce
costs via digital. Avaali is a leading partner for UiPath/AA/SAP iRPA RPA.

Automation needs to be delivered at scale to realize true returns and reduce


maintenance costs.

Avaali works with enterprises to deliver automation projects, deliver process consulting
and help enterprises build and scale your automation CoE.

Avaali can support you with process assessment to identify the right processes for
automation across business functions.

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+91 80 4960 2727 https://www.facebook.com/AvaaliSolutio
ns

info@avaali.com https://twitter.com/AvaaliSolutions

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www.avaali.com solutions-pvt-ltd?trk=tyah

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The Digital Enterprise Digest 80 Feet Road, 6th Block,
Koramangala, Bangalore 560095

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